Month: July 2021

69. Meet Wesley Barnes of Hightower Great Lakes – With Wesley Barnes

69. Meet Wesley Barnes of Hightower Great Lakes – With Wesley Barnes

Samantha Pietruszynski is in the hot seat today, she’s kicked Tim out of the interview chair! She is an associate wealth advisor for Hightower Great Lakes and she has brought along Wesley Barnes, Chief Operating Officer of Hightower Great Lakes.

In this episode, Samantha introduces us to Wes, we learn about his journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional and more. Wes shares the challenging side of helping people with their financial needs, and how being a CFP® professional has helped him grow professionally. 

Wes discusses:

  • The most challenging aspect of being a financial advisor
  • How he has developed as a professional, and why he’s constantly focused on improving his communication skills
  • His advice for next gen advisors looking to work in an ensemble firm
  • His perfect, ideal client
  • And more

Connect With Samantha Pietruszynski:

Connect With Wesley Barnes:

About Our Guest:

As Chief Operating Officer, Partner at Hightower Great Lakes, Wes Barnes oversees operations for the firm and provides comprehensive advice and support for professionals, business owners, and their families including investment, retirement, college funding, estate and life insurance planning, and tax planning.

68. Meet Blair Anderson of Hightower Great Lakes – With Blair Anderson

68. Meet Blair Anderson of Hightower Great Lakes – With Blair Anderson

Policy changes can affect numerous things, and for Blair Anderson, knowing everything there is to know is something he strives to be on top of when those changes happen. 

In this episode, Tim Scannell introduces listeners to Blair Anderson, CEO and partner at Hightower Great Lakes. Blair shares a bit about his history as an advisor, how he approaches his work, especially when policy changes arise, and what it was like creating Hightower Great Lakes as part of a merger between Tim’s company and his own.

Blair discusses:

  • Why he became a financial advisor
  • Why he focuses on staying on top of policy changes and how he adapts 
  • The biggest benefits Blair has found in merging with Tim to create Hightower Great Lakes
  • What he likes to do outside of work 
  • And more!

Connect With Blair Anderson:

Connect With Tim Scannell:

About Our Guest:

Blair Anderson is CEO and Partner at Hightower Great Lakes. He brings more than 25 years of industry experience to the team, and focuses on developing comprehensive, goals-based wealth management strategies for clients.